Whether you are single, married, divorcing or divorced, or have found yourself widowed,
Jayne Di Vincenzo brings nearly 25 years of experience helping women walk through some of the most exciting and most challenging phases of life. This experience helps Jayne provide unique insights that may help you avoid pitfalls, expensive mistakes, tax consequences of spending down “wrong” assets, planning for your longevity and as importantly, leveraging investment opportunities and asset preservation strategies you may not be aware of. As important, she also can help guide you through important gifting and protection strategies for assets you want to share with the next generation.
Jayne offers consulting on:
* Long term care planning
* Pre-divorce and post-divorce planning
* Managing a settlement and/or negotiating settlements based on sound financial principles
* Guiding recent widows through paperwork and decisions to help avoid costly mistakes
* Planning for children with special needs
* Working with legal advisors and you to determine if a Trust is a suitable tool for managing assets during life and for your heirs
* Asset and investment protection strategies
* How to transition investments and assets to the next generation
* Single and never married planning for aging safely in place